Value Research

Are you in two minds about continuing your SIP in this bull run?

In our latest Investors' Hangout, Dhirendra Kumar suggests that SIPs deliver the greatest results when one is disciplined.

▶️Watch the full episode: https://bit.ly/4bSwtjR

#personalfinance #SIPSahiHai #mutualfunds #bullmarket

"Which fund should I choose?"

This is a common question among budding investors. However, it is a better approach to first pick a suitable fund type, then work your way up to the final investment.

Dhirendra Kumar highlights the importance of fine-tuning your investment approach to suit your financial goals, risk appetite, and time horizon.

▶️Read or listen: https://vro.in/s201627

In our interview with Rajeev Thakkar, CIO and Director of PPFAS AMC, he gives his opinion on overvalued market segments.

Here are his views on the valuations of newly-listed startups and the performance of private sector banks.

▶️Full interview: https://vro.in/s201609

#markettrends #banking #mutualfunds

Wondering whether you should continue your SIP during this bull run?

Dhirendra Kumar explains why you should stay invested in India's growth story right now.

▶️Watch the full episode of Investors' Hangout for more in-depth advice: https://bit.ly/4bSwtjR

Quant Mutual Fund faced scrutiny after SEBI's investigation into front-running was reported on June 23, 2024. Initially, some investors quickly withdrew their funds. However, this trend has reversed in the last couple of weeks.

#quantmf #frontrunning

Increasing your SIPs each year can lead to immense wealth creation. In fact, if you look at the data here, a monthly SIP of Rs 10,000 with an annual increase of 10 per cent in the five top-performing small-cap funds would have helped you build nearly 40 per cent more wealth over 10 years.

▶️Check out our SIP calculator: https://bit.ly/46fF1Aa

#SIPSahiHai #mutualfundsindia #wealthbuilding

Our first episode of Investment Acorns is out now!

Manuj Jain, co-head of Product and Strategy at WhiteOak Capital, shares with us the potential factors that could turn India's premium into a discount.

▶️Watch the full episode: https://bit.ly/3XXhAtf

#economy #stocktrends #bullmarket

Want to know the big moves the experts are making?

Here are the small-cap stocks most bought or sold by fund houses.

▶️Check our Stocks Rating: https://bit.ly/3KxnOb5

#stocksindia #mutualfundtrends #smallcaps #stocksinfocus

The story begins with your savings rate as the hero
With passing time, your investment returns take over.

#savingsrate #SIPSahihai #portfolio #returns #time

Some knowledge is timeless. Take this lesson Warren Buffet gave in his 1996 Berkshire Hathaway letter to shareholders for example-

‘Intelligent investing is not complex, though that is far from saying that it is easy. What an investor needs is the ability to correctly evaluate selected businesses. Note that word "selected": You don't have to be an expert on every company, or even many. You only have to be able to evaluate companies within your circle of competence. The size of that circle is not very important; knowing its boundaries, however, is vital.’

The circle differs for everyone and that is why it is so much more important to separate what you actually know from what you think you know. Take this as inspiration for you to go pick up a pen and paper now.

#stockinvesting #warrenbuffett #investmentstrategy #wealthcreation #stockpicking #fundamentalanalysis

"There's no holy grail in investing." says Rupesh Patel, Senior Fund Manager at Nippon India Mutual Fund.

But that doesn't stop him from finding great businesses.

In our interview, he reveals the key ideas for spotting potential winners.

▶Watch the interview: https://vro.in/s201590

#stocksindia #investmentstrategy #wealthbuilding #stockpicking

Want to know why the Indian markets are trading at a premium?

Find out in our first episode of Investment Acorns.

For this instalment, we have with us Chirag Patel and Manuj Jain, co-heads of Product and Strategies at WhiteOak Capital.

▶Full video: https://bit.ly/3XXhAtf

#mutualfundtrends #stockinvesting #indianeconomy

SEBI recently released a consultation paper that outlines a new asset class. It will bridge the gap between Portfolio Management Services (PMS) and mutual funds.

However, Dhirendra Kumar suggests that its tax efficiency, transparency, and lower minimum investment requirements make it a better alternative to PMS.

▶️Read or listen: https://vro.in/s201648

#portfoliomanagementservices #mutualfunds #SEBI #personalfinance #markettrends #buildingwealth #mutualfundtrends

Want to know what the experts are buying and selling?

Here are the most bought and sold mid-cap stocks by fund houses.

▶️Check out Stock Ratings: https://bit.ly/3KxnOb5

#stockinvesting #mutualfunds #fundmanagement

One category that has been an investor favourite over the past five years is the sectoral/thematic funds, even though they can be cyclical and riskier.

▶️Subscribe to our Telegram channel for more insights.

#sectoralfunds #thematicfunds #bullmarket

The trick to make money as fast and as efficiently as possible, is honestly to just look away for a while. Instead of fixating on the ups and downs of the market, you can take this time to focus on something else.

#longterminvesting #compounding #wealthcreation #investmentstrategy